CA
IYG icon

Centerpoint Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Centerpoint Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-960
Closed -$51K – 595
2023
Q2 		$51K Hold
960
– – 0.02% 161
2023
Q1 		$48K Buy
+960
New +$52.4K 0.02% 162

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centerpoint Advisors's IYG Position: Q3 2023 in Review

Centerpoint Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2023, closing a stake of 960 shares — an estimated $51K sold.

Centerpoint Advisors first reported a position in IYG in Q1 2023 and held it in 2 quarters. The position peaked at $51K in Q2 2023. 196 funds tracked by Wall St. Rank hold IYG as of Q3 2023.

  • Centerpoint Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 960 iShares US Financial Services ETF shares in Q3 2023, an estimated $51K.
  • Centerpoint Advisors first reported a position in iShares US Financial Services ETF in Q1 2023 and held it in 2 quarters.
  • Centerpoint Advisors's iShares US Financial Services ETF position peaked at $51K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2023.

Based on Centerpoint Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.